Wealth Management & Finance Blog
Individual 401(k) vs. SEP IRA: Which Is Right for You?
09/06/2024By The AllGen Team Self-employed individuals face unique financial planning challenges when it comes to…
VIDEO: Market Volatility Update
08/27/2024Did you catch our market volatility update from last month? In this quick video, Jason…
July 2024 Market Update: Diversification, Inflation, and How the Election Affects Investing
07/26/2024Read through the blog here, or skip to Jason’s July 2024 Market Update video below.…
Are You Ready To Retire?
05/10/2024Read through the blog here, or skip to our Retirement Planning: Are You Ready To…
April 2024 Market Update: Inflation, Housing Prices, and the Fed
04/26/2024Read through the blog here, or skip to Jason’s April 2024 Market Update video below.…
AllGen Is Hiring: Client Service Specialist
04/16/2024Position Client Service Specialist Job Overview We are a boutique wealth management firm in Orlando…
Should I Get a Florida Prepaid Plan for My Child?
04/09/2024Read through the blog here, or skip to our Florida Prepaid video below. Many parents…
The Best Expense Tracker and Budget Planner Apps for 2024
02/21/2024With the recent announcement of one of the most popular budgeting apps, Mint, closing and…
January 2024 Market Update: Inflation, Market Volatility, and Bank Failures
01/31/2024Read through the blog here, or skip to Jason’s January 2024 Market Update video below.…
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